Episodes

What does capital really look for when evaluating a deal? In this episode of the M&A Source Podcast, host David Dejewski sits down with Ryan Ochs, Founder and Managing Partner of RDP Advisory, to discuss how lenders and investors evaluate midd...

Connect with Us and Access Show Resources: https://snip.ly/mas_interact29 (https://snip.ly/mas_interact29)In this episode, we connect asset dispositions (Form 4797), depreciation timing and Section 179 (Publication 946 / Form 4562 support), operating net working capital (process-first peg method + …

Connect with Us and Access Show Resources: https://snip.ly/mas_interact28 What does it take to design one of the most meaningful gatherings in the M&A industry? In this episode, host David Dejewski sits down with Jaclyn Ring ...

Connect with Us and Access Show Resources: https://snip.ly/mas_interact27 In this episode, David introduces a recent M&A deal that was delayed due to issues with stock certificates and ownership records. He sets up the episod...

Connect With Us and Access Show Resources: https://snip.ly/mas_interact26 Episode Summary: In this episode of the M&A Source Podcast, host Dave Dejewski dives into the critical topic of lease analysis. Whether you’re a buyer,...

Interact with the show: https://snip.ly/mas_interact25 In this episode of the M&A Source podcast, Dave Dejewski continues a series on essential tax code provisions for mergers and acquisitions, discussing five additional prov...

Interact with the show: https://snip.ly/mas_interact24 (https://snip.ly/mas_interact24)The episode discusses 10 key tax code provisions relevant to mergers and acquisitions (M&A) transactions. It is divided into multiple parts, wi...

Visit MA Source and Register: https://masource.org/events/conference/ (https://masource.org/events/conference/)Visit Show Notes: https://podcast.masource.org/fal...

Links:* Visit the Show: https://podcast.masource.org (https://podcast.masource.org)* Become a member or register for a class or event: https://masource.org (https://masource.org)Summary of th...

Interact with the show: https://snip.ly/mas_interact21 Share your origin story In this episode of the M&A Source podcast, Dave Dejewski dives deep into essential business performance metrics that significantly impact business...

Visit us at https://podcast.masource.org (https://podcast.masource.org)In this episode, Shelia Darby, Managing Director of Bizworth, discusses the importance of accurate business valuations in M&A transactions, the different valuation methodologies, challenges in valuations, best practices and ethi…

In this tax-season special episode of the M&A Source Podcast, we delve into the fascinating world of taxes within the mergers and acquisitions space. Our guest, Roman Basi, a seasoned attorney, CPA, and real estate broker, sh...

In this short community update, hear from Kathlene Thiel, our 2024 Conference Chair as she explains our agenda and what you can expect from this Spring conference.

Visit the show notes at https://podcast.masource.org (https://podcast.masource.org)Visit M&A Source at https://masource.org (https://masource.org)In today's episode of the M&A Source Podcast, we discuss the myriad benefits that M&A Source offers to its members with Russell Cohen, an M&A advisor and…

Welcome to our latest episode of the M&A Source Podcast. In this episode, we dive deep into the world of Purchase Agreements with our esteemed guest, Matt Bowles, an attorney at Hogan Lovells. Here's what you'll discover in this insightful discussion:I...

In this episode of the M&A Source Podcast, host Dave Dejewski is joined by Ryan Hurst, an expert in financial consulting, to discuss the complexities and significance of working capital in mergers and acquisitions.

Scott Mashuda, a founding Partner of River’s Edge Alliance Group and M&A Source’s Chairman-elect, discusses his background and what he’s excited about for M&A Source in 2023.

Rich Jones (Zabel Companies) and Bob McCormack (Murphy McCormack Capital Advisors) Discuss Building Trust between Entrepreneurs and Equity Partners

Lamar Stanley of Lead Capital Partners chats with Joel Redmond and Kalimah White of Key Private Bank about techniques that they use in their business advisory practice to help business owners reduce tax exposure in transactio...

Lamar Stanley of Lead Capital Partners chats with John Wahl of Live Oak Bank about what makes Live Oak different and how they structure lower middle market deals. In the interview they discuss the history of Live Oak, and Joh...

Meet the Chairman of M&A Source 2022, Jeff Swiggett

John Dalton talks about the differences between running a business to own it vs running a business to sell.

Sara Burden, the President and Owner of Walden Businesses, a Atlanta based investment bank, discusses her background and the course that she is teaching at M&A Source\'s Fall Conference: The Subtle Art of Educating a Seller

Rick Marchese, the founder of Lares Loreno Private Capital, a corporate finance firm based in Singapore, discusses the course that he taught at M&A Source\'s virtual Fall Conference: Sell-side Modeling